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stock adjustment
I can't tell you how many times I've had to delete and reenter a stock gift (fickle donors) because I can't adjust anything besides the sale amount. I need to be able to adjust the funds/amounts. Also there needs to be a set of fields to record br...4
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Allow option to exit out of query without running it when prompted for criteria
When a query includes a criteria prompt to run it, once the user has clicked 'Run Now' in the query, there is no way to exit out of the query without running it. Since some queries take a long time to run, this can be very inconvenient. Add an 'Ex...0
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Under Appeal tab, most recent appeal should be listed at the top
When looking at recent appeals, some constituents have 15-20 on record and they are from years past, want to see most recent appeal FIRST instead of scrolling down or hitting the date button each time.1
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Make Alias Deleter plug-in available for hosted clients
Please make Zeidman Development's Alias Deleter plug-in available for hosted clients. https://www.zeidman.info/alias-deleter/0
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Auto-populate a note when a Constituency Code, Solicit Code, or other major field is changed.
Auto-populate a note when a Constituency Code, Solicit Code, or other major field is changed. Sometimes a code is changed and we don't know who changed it or when. It would be very helpful for a note to auto-populate showing a change was made to t...0
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County and Region auto-populate based on zip code entered for new constituent
We have multiple people in our organization who enter new constituents. Some are more detailed than others. Many forget to populate the county and region fields when entering a new constituent address, since you have to click on the "more" tab. If...1
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Phone Import ID available in Query
Should have phone import ID available in query5
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Add "Today", "Yesterday", Last Week, Month and Year Date Options for Criteria in Queries and Exports, and for Queue
It would be great to have dates choices as "Today", "One year ago", One month ago" as date options when setting up queries and exports that are used for Queue. I run a magazine list every three months and the criteria is that the donor has given w...0
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Timeout Disabled During Export
Large exports of data can take several hours to run, and as such, users often run them while they are away from their desks / done for the day. Having an active export running should override any timeout function until the export has completed.2
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Ability to add date range and comments to Solicit Codes
I would like to be able to add Comments and date range to Solicit Codes. This would allow us to track why someone was marked No Mail. People often query why they didn't receive a mailing, we check and their record is marked as No Mail but there is...0